Thinking About Year End Tax Issues? How About Tax Free CEFs?

Tax free stocks are technically closed end funds or CEFs that own municipal bonds which pay tax free interest. There are risks of course like any investment, such as a potential  rise in interest rates, which would cause the price of the shares to drop. Plus many CEFs use leverage to obtain higher yields.

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Congress Handing Out Stock Tips to Hedge Fund Managers

As if trading on insider information gleaned from their legislative duties wasn’t bad enough, now it turns out Congress has been passing that information on to hedge fund managers as well.

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Detecting and Preventing Lifestyle Creep

For three years, I’ve been patting myself on the back. The household expenses remain the same every month, and we’re getting out of debt. In spite of increases in costs, we’ve found efficiencies and made room.

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Last-minute investment gifts …

I’m a chronic procrastinator, especially when it comes to getting presents. And since I’m sure you might also find yourself in need of a last-minute gift for someone in your life, I want to give you a couple investment-related ideas today.

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HOLDRS Closure Marks the End of an Era

Happy Holidays! I hope everyone has a great time with family and friends.

Before the weekend starts, there’s one last business item you may want to settle. So pay close attention if you’re an investor in any of Merrill Lynch’s HOLDRS products.

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10 Electric Vehicle Trends to Watch in 2012

Yesterday, after nearly a year of waiting, I finally got to order my Nissan LEAF. It’s the first affordable, plug-in electric vehicle (PEV) available to the masses. The Chevy Volt, while touted as an EV, is really a plug-in hybrid electric vehicle (PHEV). It still has a gas tank, an engine and an exhaust system.

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Ann Barnhardt Discusses MF Global with Peter Schiff – “There Is No Rule of Law Anymore”

There are some interesting facts brought out in this discussion. I do not necessarily agree with everything she says, and she is obviously outraged.

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TD to work on work flows for third-party technology partners

TD Ameritrade Institutional has completed an agreement with technology consultancy Actifi Inc. to help it build automated workflows for TD’s Veo Open Access platform.

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Wall Street’s “Forgettable Year”

US banks had another forgettable year. The third quarter was their worst since the financial crisis. Now, it looks like the fourth quarter will be even more abysmal.

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Mixed Outlook for Gold as the Market Declines

Whatever glow there might have been from last week’s European summit turned to gloom as markets turned downwards Monday. Global investors drove down everything in sight, including gold which dropped nearly 3% to a seven-week low to trade under $1,660 an ounce.

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